Broker Check

Who We Are

Andrei S. Hall, CFP®, CPRC®
President, Hall Wealth Management Group

As President of Hall Wealth Management Group, Andrei oversees wealth management for Senior Professionals, Business Owners and Retirees. Andrei specializes in providing creative strategies and financial advice in areas of Retirement Income Planning and Distribution strategies, Estate Planning, Business Succession Planning and investment portfolio design. He takes great pleasure in working closely with his clients assisting them in making informative decisions about their futures.

Andrei’s credentials include a Bachelor of Science degree in Business Administration (Business Economics & Statistics). He holds the designations as a CERTIFIED FINANCIAL PLANNER™ as well as a Chartered Retirement Planning Counselor. Additionally, he holds Securities Registrations Series 24, 7 and 66 with LPL Financial as well as Insurance, Long-Term Care and Disability Appointments in many states. Andrei has been accepted into one of the nation’s most exclusive groups of financial advisors, Ed Slott’s Master Elite IRA Advisor Group; an invitation only group of financial advisors dedicated to working toward solving complex financial problems – effectively managing the distribution of assets from individual Retirement accounts.

Prior to entering the business of financial planning, Andrei’s experience includes over twenty years at Xerox Corporation and Printronix where he held Vice President positions and Senior- level General Management positions. Andrei has a unique combination of capabilities in developing business strategies.

Ed Slott’s Master Elite IRA Advisor Group

Ed Slott's Elite IRA Advisor Groupâ„  is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott's Master Elite IRA Advisor Groupâ„  is limited to invited advisors who have been a member for two consecutive years or longer. These members have completed training all of Ed Slott’s training modules and successfully passed the bi-annual exams based on material covered during our workshops and webcasts. Members are also required to attend at least one workshop per year.

 

About Ed Slott

Ed Slott was named “The Best Source for IRA Advice” by the Wall Street Journal and called "America's IRA Expert" by Mutual Funds Magazine. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials. He hosts the popular websites, http://www.irahelp.com and http://www.theslottreport.com. Ed has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.p>